Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CATALYTIC WEALTH RIA LLC | 02-12-2024 | 12-31-2023 | 222 | 222,006,389 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 101 | $591,618 | 1,343 | 0.00 | 1,343 | +Inf | 12-31-2023 | |
| INTUITIVE SURGICAL INC | COM NEW | 102 | $585,994 | 1,737 | 0.00 | 1,737 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P SCP ETF | 103 | $584,658 | 5,401 | 0.00 | 5,401 | +Inf | 12-31-2023 | |
| CARRIER GLOBAL CORPORATION | COM | 104 | $577,373 | 10,050 | 0.00 | 10,050 | +Inf | 12-31-2023 |
